Setup
You will need the following permission in your security group:
Can see all tasks.
Can update tasks.
Can see task authorisation limit.
Click here to learn about permissions and security groups.
New Task Experience: Uptick's task page has been redesigned with a new layout to help your team work faster and close tasks more efficiently. You can switch to the new view using the "New Task Experience" toggle in the top right of the task page.
The toggle will remain available until the 17th of August. From this date, the old view will no longer be available.
How to add an authorisation limit on a task for field users and contractors
1. Navigate to Tasks and view the task.
2. Click Add Authorisation Details.
Field users can see the Authorisation Amount on a task only if their security group has the Can see task authorisation limit permission.
3. In the pop-up, enter the Authorisation Amount (ex Tax) for field users, or expand Set additional authorisation info… to provide the Contractor Approval Limit (ex Tax) for subcontractors.
Provide an Authorisation Limit on the Do & Charge billing contract for the Authorisation Amount to populate on I&T tasks generated from routines included in the contract.
Select Subcontractor and enter Subcontractor Price on the routine level for authorisation to be automatically pre-filled on I&T tasks generated with this level.
4. Click Save.
How to edit the authorisation limit on a task for field users and contractors
1. Navigate to Tasks and view the task.
2. Click Change next to Authorisation.
Field users can see the Authorisation Amount on a task only if their security group has the Can see task authorisation limit permission.
3. In the pop-up, adjust the Authorisation Amount (ex Tax) for field users, or expand Set additional authorisation info… to edit the Contractor Approval Limit (ex Tax) for subcontractors.
4. Click Save.
